Institutional Ownership Technology Sector Spdr (XLK)
This table provides information about the institutional ownership of Technology Sector Spdr (XLK). We have compiled data on the 2,271 institutions that hold shares in the stock, with a total of 170 Million shares, which have been reported (via 13F filing form) to have a value of $41.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Us Financial Advisors, LLC
Braintree, MA |
Oct 31, 2024 Q3 2024 |
902
shares
|
$215,848
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Avalon Trust CO
Santa Fe, NM |
Nov 13, 2024 Q3 2024 |
901
shares
|
$215,609
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Mitchell Sinkler & Starr
|
Nov 13, 2024 Q3 2024 |
900
shares
|
$215,370
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Financial Management Network Inc
|
Oct 23, 2024 Q3 2024 |
899
shares
|
$215,130
0.05% of portfolio
|
Q3 2024
Reduced 4.46%
|
|
|
Gemmer Asset Management LLC
|
Jan 16, 2025 Q4 2024 |
897
shares
|
$214,652
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Mcia Inc
|
Nov 15, 2024 Q3 2024 |
891
shares
|
$213,216
0.04% of portfolio
|
Q3 2024
Added 3.73%
|
|
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
Nov 07, 2024 Q3 2024 |
891
shares
|
$213,216
0.12% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Hamilton Point Investment Advisors, LLC
|
Jan 23, 2025 Q4 2024 |
890
shares
|
$212,977
0.04% of portfolio
|
Q4 2024
Added 2.77%
|
|
|
Long View Wealth Management
Atlanta, GA |
Jan 15, 2025 Q4 2024 |
887
shares
|
$212,259
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Arcus Capital Partners, LLC
|
Nov 04, 2024 Q3 2024 |
886
shares
|
$212,019
0.08% of portfolio
|
Q3 2024
Reduced 66.25%
|
|
|
Investors Research Corp
|
Nov 12, 2024 Q3 2024 |
885
shares
|
$211,780
0.04% of portfolio
|
Q3 2022
Added 97.1%
|
|
|
Revolve Wealth Partners, LLC
|
Jan 22, 2025 Q4 2024 |
877
shares
|
$209,866
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Shira Ridge Wealth Management
Larkspur, CA |
Jan 13, 2025 Q4 2024 |
870
shares
|
$208,191
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Cvfg LLC
Shelbyville, IN |
Jan 15, 2025 Q4 2024 |
865
shares
|
$206,994
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Ballast Advisors LLC
|
Oct 30, 2024 Q3 2024 |
863
shares
|
$206,515
0.06% of portfolio
|
Q1 2024
Reduced 0.69%
|
|
|
Phillips Financial Management, LLC
|
Nov 07, 2024 Q3 2024 |
859
shares
|
$205,558
0.02% of portfolio
|
Q1 2024
Reduced 13.06%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Jan 17, 2025 Q4 2024 |
822
shares
|
$196,704
0.07% of portfolio
|
Q4 2024
Reduced 0.24%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
822
shares
|
$196,704
0.03% of portfolio
|
Q3 2024
Reduced 3.52%
|
|
|
Davis Capital Management
Jacksonville, FL |
Jan 17, 2025 Q4 2024 |
822
shares
|
$196,704
0.16% of portfolio
|
Q4 2024
Reduced 4.97%
|
|
|
Friedenthal Financial
|
Jan 13, 2025 Q4 2024 |
819
shares
|
$195,986
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Lfa Lugano Financial Advisors Sa
|
Nov 07, 2024 Q3 2024 |
813
shares
|
$194,550
0.13% of portfolio
|
Q3 2023
New holding
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Jan 24, 2025 Q4 2024 |
810
shares
|
$193,833
0.1% of portfolio
|
Q4 2024
Added 196.7%
|
|
|
Atlantic Private Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
809
shares
|
$193,593
0.14% of portfolio
|
Q2 2023
Added 642.2%
|
|
|
Proffitt & Goodson Inc
|
Nov 04, 2024 Q3 2024 |
775
shares
|
$185,457
0.03% of portfolio
|
Q3 2024
Reduced 8.72%
|
|
|
Sage Mountain Advisors LLC
|
Oct 29, 2024 Q3 2024 |
768
shares
|
$183,782
0.01% of portfolio
|
Q2 2024
Reduced 37.1%
|